Integrate Zoho Marketing Automation with Hub Planner

Send information between Zoho Marketing Automation and Hub Planner automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho Marketing Automation and Hub Planner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

New or updated time entry

Triggers when a time entry is created or updated

New or updated project

Triggers when a project is created or updated

New or updated resource

Triggers when a resource is created or updated

New booking

Triggers when a new booking is created

All Actions - Actions are the automated tasks

Add lead score

Adds lead score for the specified email address

Add lead to journey

Adds the specified lead to a journey

Clone campaign

Clones an existing campaign

Create or update lead

Creates a new lead or updates the details of an existing lead

Create list

Creates a new list

Tag lead

Adds the specified tag to a lead

Send email campaign

Sends an existing email campaign

Create lead tag

Creates a new lead tag

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Untag lead

Removes the specified tag from a lead

Unsubscribe lead

Removes a lead from the selected list

Update list

Updates the details of an existing list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

Create resource

Creates a new resource

Create time entry

Creates a new time entry in the selected project

Create project

Creates a new project

Fetch project

Fetches a project by its unique ID

Fetch time entry

Fetches a time entry by its unique ID

Fetch resource

Fetches a resource by its unique ID

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

What is Hub Planner?

Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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